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  • Can CPAs and Wealth Advisers Advise Clients on the CTA Without Committing the Unauthorized Practice of Law?

    September 24, 2024

    Corporate Transparency Act (CTA) filings for entities formed before 2024 are due on or bef....
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  • 2024 Year End, New Developments, and Thoughts on How Practitioners Might Cope

    September 22, 2024

    There are many new developments and deadlines on every practitioner’s plate to address b....
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  • Corporate Transparency Act: 3 Critical Updates You Must Know: Unauthorized Practice of Law, Trusts and Dissolved Entities

    September 15, 2024

    The Corporate Transparency Act (CTA) filing deadline for entities created before 2024 is D....
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  • Loper Bright Supreme Court Decision: Opportunity to Reassess Tax Positions

    September 6, 2024

    The Loper Bright case, decided by SCOTUS at the beginning of July, and which overruled its....
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  • Supreme Court Holding In Connelly Requires that Redemption Agreements be Reconsidered

    June 25, 2024

    On June 6, 2024, the U.S. Supreme Court issued a unanimous opinion on a closely held busin....
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  • Corporate Transparency Act: Deeper Dive

    May 31, 2024

    An Alabama Court held the Corporate Transparency Act (“CTA”) unconstitutional. Nationa....
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  • Noncompete Ban: What Every Estate Planner Must Know About the FTCs New Rule and Its Impact on Estate and Succession Planning

    May 26, 2024

    The Federal Trade Commission (FTC) has issued a new Rule prohibiting noncompete agreements....
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  • What Fiduciaries Need to Know About Active Management of Life Insurance Trusts (AMLITs)

    May 17, 2024

    Fiduciaries are concerned with life insurance planning because of the conflicts of interes....
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  • Terminating an Estate Planning Prospect or a Client

    May 10, 2024

    Terminating a client relationship is rarely an easy or pleasant topic. No attorney, CPA, o....
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  • Biden 2025 Budget: Would Change Estate Planning As We Know It

    May 3, 2024

    The Biden administration's 2025 budget would raise taxes on the wealthy and seek to reduce....
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